Consortial FOLIO Integration

Ingest from consortial FOLIO tenants

• ingest strategy

• suppression criteria

•  

• mapping: instance type to ???

DCB-797: Parse instance ID from FOLIO OAI-PMH identifierClosed

Check live availability of requested item

https://openlibraryfoundation.atlassian.net/browse/DCB-479

• mapping: location to agency

  • Scope: client specific (though mapping implementation is common)

  • Reference value mapping:

    • Source category: Location

    • Source context: host LMS code

    • Source value: location code

    • Target category: AGENCY

    • Target context: DCB

• mapping: material type to item type

  • Scope: client specific

  • Reference value mapping:

    • Source category: ItemType

    • Source context: host LMS code

    • Source value: material type name

    • Target category: ItemType

    • Target context: DCB

Authenticate patron from consortial FOLIO library

DCB-765: Handle patron authentication for FOLIOClosed

• authentication profile

  • Only supports BASIC/BARCODE+PIN

• patron group to patron type

  • Same as for placing request at supplying agency

Validate patron from consortial FOLIO library

https://openlibraryfoundation.atlassian.net/browse/DCB-766

• mapping: patron group to patron type

  • Same as for placing request at supplying agency

• config: default agency code for each host LMS (will be used as home library code is undefined for FOLIO patrons)

Place request to supply from consortial FOLIO library

DCB-490: Place request in lending library on FOLIO systemClosed

• how DCB should use pickup location to refer to an agency

Mappings

• home library code will be unset

  • No corresponding property in FOLIO

• patron group to patron type

  • Status: Temporary

    • Will be changed to use patron group name once edge-users supports the property

  • Scope: client specific (though mapping implementation is common)

  • Reference value mapping:

    • Source category: patronType

    • Source context: host LMS code

    • Source value: patron group ID

    • Target category: patronType

    • Target context: DCB

• requesting patron’s local type to patron type

  • Status: TBD

    • refactoring needed for FOLIO support

  • Scope: client specific

  • Other clients use, numeric range mapping:

    • Context: requesting patron’s host LMS code

    • Domain: patronType

    • Value: local patron type code

    • Target: DCB

• patron type to patron group name

  • Scope: common

  • Source category: patronType

  • Source context: host LMS code

  • Source value: local patron type

  • Target category: patronType

  • Target context: DCB

• pickup location to agency code

  • Scope: common

Place request to borrow from consortial FOLIO library

https://openlibraryfoundation.atlassian.net/browse/DCB-492

• how DCB should refer to the supplying agency (so the borrowing agency knows where to return it to)

• mapping: item type to material type name

  • Status: TBD

  • Should be reciprocal mapping to material type to item type

    • Further investigation needed to confirm

• mapping: pickup location to service point ID

  • Status: TBD

  • Assumed pickup location code will be UUID of service point

• mapping: supplying agency code to location code

  • Used directly (no mapping)

• mapping: requesting patron’s type to patron group

  • status: Temporary / DCB

  • Will use fixed / config value until patron type name is added to edge-users

Circulate requests involving consortial FOLIO libraries as supplier

DCB-825: Circulate requests involving consortial FOLIO libraries as supplierClosed

Circulate requests involving consortial FOLIO libraries as borrower

DCB-826: Circulate requests involving consortial FOLIO libraries as borrowerClosed

Handle patron cancellation

DCB-827: Handle patron cancellation of consortial FOLIO requestsClosed

Finalise completed requests

DCB-828: Finalise cancelled consortial FOLIO requestsClosed